The job
SetupTrades & costs
TakeoffBid price
$0
Profit $0Margin 0%
Cost stack
Source of priceCapacity draw
Job vs. monthTakeoff
Plans-free quantity engine for the field & sales moment. Pick an area type, enter dimensions — get geometry, a material order list, and a one-tap push into the estimate. Once a job is live in JobTread, its on-screen plan takeoff takes over.
Areas
Type · dimensionsQuantity roll-up
All areasMaterial order list
Buy listMaterial assumptions
Tune to your suppliersWhy this and not moreJobTread already does plan-based takeoff (upload, scale, measure, formulas→budget) free and integrated; EagleView does roof and siding from the air. This fills the gap they don’t: structured quantities and a material buy-list before any plans exist. It hands off — it doesn’t duplicate.
Phase schedule
Vetted CMAA 5-phase lifecycle, with your CORP-008 build sequence nested in Construction. Durations are labor-driven; lead times set in Settings.
Lifecycle
5 phases · vettedConstruction expands into the build sequence below. Cost axis (Eight Systems) is orthogonal.
Schedule detail
Build sequenceTotals
EnvelopeRecommended draw schedule
Phase-gated milestone draws on the vetted ladder, with retainage and lien-waiver discipline (POL-004). Percentages editable; must total 100%.
Draws
—Legal gateEach draw issues a lien waiver on payment. Contract + first invoice must carry the RSMo §429.012 statutory notice — drafted, pending Missouri attorney clearance. Front-loading is an MMPA / over-billing risk.
Project
Load a real project and its budget, see exactly where every system lives, and write changes back. Keys live in your bridge (Make / Worker), never in this tool. The Project Code threads the job across JobTread, CompanyCam, Drive, and QuickBooks.
Project
Where this goesPaste the live links so you know exactly where data lands — and open each system in one tap.
JobTread project
JobTread project ID
Google Drive folder
CompanyCam project
QuickBooks
Budget
Cost groups · itemsMirrors the JobTread budget — add, change, or remove groups and items. Loaded from a project, this edits the live budget; otherwise it's seeded from your bid and ready to write.
Budget total (cost)$0
Bridge actionsRead: listProjects · getBudget · getActuals · listDriveFiles · findCompanyCam. Write: upsertBudget · createCompanyCam · uploadDrive. Each is one authenticated call your bridge makes with the keys it holds. Exact Pave operation names live in the JobTread API explorer.
Push to
Deploy · gatedDestinations
What to send
Work order
Field copy · no pricingJobTread
Pave · grant keyBid Engine→Make / Worker · grantKey→ Pave →JobTread
createJob → budget cost items (by Eight Systems) → schedule of values (draws).
Payload
CompanyCam
REST · access tokenBid Engine→Make / Worker · token→ REST →CompanyCam
POST /v2/projects with external_id = Project Code. Then CompanyCam webhook photo.created → bridge → JobTread job (matched by Project Code). Photos flow back automatically.
Project payload
Photo webhookSubscribe to photo.created / photo.tagged at the CompanyCam API. Validate with their signing token, then forward the photo URL to the JobTread job that shares this Project Code. Same hub-and-spoke as your Thumbtack receiver; sandbox available before pointing at the live org.
Brand & theme
Skin the tool for any company. Colors apply live across every screen. Defaults are the locked J.A. Stratton system — Reset restores it.
Identity
Logo · profile · nameLogo
Header lockup. PNG/SVG, transparent best.
Profile image
Shown top-right. Square crops best.
Colors
LiveTipKeep the primary dark — header text and the price card use white type on it. White-label themes save and load with the job file.
Deal soundness
Is the wholesale / flip deal sound? Paste the repair number from a Build estimate. Three lenses, one verdict each.
Inputs
NumbersThe math
Three lensesSynergyThe repair figure breaks most deals. Estimate the rehab in Build, paste the budget total here — soundness inherits the same labor and material logic.
Financing fit
Not legal advice, not a compliance check. Flags which structures are candidates for the deal profile, the risk each carries, and what to bring to counsel.
Deal profile
Drives the flagsCandidate structures
Fit · risk · ask counselHard lineSeller-financing a 1–4 unit residence the buyer will live in triggers the federal SAFE Act / Dodd-Frank Loan Originator Rule. Get it wrong and the note can be unenforceable. Every structure routes to a licensed MO attorney before signing.
Letter of intent
Non-binding by design. Fills from the Account tab, prints on your letterhead.
Terms
Non-bindingAsset locker
Deploy-ready company documents, one tap away. Paste the live link (Drive works best) so any of these attaches to an LOI or proposal instantly.
Documents
Links · deploy-readyWhy linksA browser tool can't safely store a multi-megabyte insurance PDF, and a stale copy is a liability. A link points at the one true current file in Drive.
Account
Load the customer, contact, and vendor so the LOI and quote fill themselves. Quotes are sent and signed in JobTread — this loads the data and links you there.
Parties
Customer · contact · vendorOpen in system
Where this livesJobTread (quote / e-sign)
QuickBooks
Google Drive
Quote = JobTreadThe customer-facing quote, proposal, and e-signature live in JobTread — the system of record. This desk loads the account and links you there; it never sends a competing quote.
Retail disposition
Prepare the property for a full retail sale — but only if it qualifies. A retail sale carries selling and holding costs a wholesale assignment doesn't. Confirm the property earns the retail path, then see the net.
This property qualifies for a retail sale. Condition, location, and comparable retail sales support listing it on the open market at ARV — not just assigning it to an investor. Uncheck and the retail exit is treated as not viable.
Retail economics
Costs a flip carriesNet at retail
After all costsShared engineThe full three-way comparison — retail vs. assign vs. hold — lives in the Exit tab. This view is the retail lens and the qualification gate.
Exit strategy
One property, three ways out. Wholesale (assign the contract), Retail (rehab and list), or Hold (rent it). Best viable path wins.
Property economics
Shared inputsQualifies for a retail sale. Required for the Retail exit to count as viable.
Three exits
Viable pathsComps
Pull the listingHonest wiringZillow / Redfin / Realtor have no usable public API and the buttons above just open the listing for manual comping. Automated ARV must come from a licensed source — ATTOM, HouseCanary, or Estated — through the bridge. Real MLS comps require your own membership.
Buyer matches
From your buy-boxesBuyers & buy-boxes
Log your cash buyers and investors with the box they buy in — price range, areas, max rehab, strategy. The Exit tab matches the current deal against every box automatically.
Where it livesThe buyer’s contact record belongs in HubSpot (pre-sale CRM) long-term. The buy-box criteria and deal-matching are the specialized layer this desk owns. When the bridge is live, these can sync to HubSpot contacts.
Price$0· 0%
Document
Live · updates as you type
Push this out?
Settings & rates
Labor cost Gate 1
Real cost per worker-hour. Day rate wages-only, or fully loaded?
Margin & overhead Gate 2–3
Subs & consumables
Contingency by type
Crew & capacity
Capacity = workers × days × on-site hrs.
Lifecycle lead times (working days)
Front phases without crew hours. Rehab/COA jobs run long here.
Draw schedule
Integration bridge keystone
The Make scenario or Cloudflare Worker webhook that holds your keys and writes to JobTread / CompanyCam / Drive. Push-to posts here. Until it's set, payloads stage but don't fire.